Troubleshooting
Most Jobyo blocks come from one of a few causes: your role doesn't include the action, the feature isn't on your plan (or you don't hold a seat), a field is hidden by cost-visibility rules, a record is finished or has downstream activity, or you're signed in to the wrong account. Find the symptom below, then follow the fix.
Before digging in, refresh the page and reopen the record so you're seeing the latest saved state, confirm you're in the right workspace and signed in with the expected account, and check whether a list is filtered by date, status, assignee, customer, or worksite. A large share of "missing" records are simply filtered out.
Access & permissions
Buttons and whole sections only appear when your role grants the matching action. If something you expect is absent or greyed out, it's usually a permission — not a bug.
| Symptom | Why | Fix |
|---|---|---|
| No "New" button on a list (work orders, invoices, purchase orders, service requests, teams) | Your role doesn't include creating that record type. | Ask an administrator to grant the create permission under Users & roles. |
| "You don't have permission" when you open or save | The action isn't granted to your role for that area. | An administrator can add the permission on the relevant module under Users & roles. |
| A whole section is missing (for example Security Roles) | Your role doesn't hold the permission that reveals it. | Ask your company owner or an administrator to grant it. |
| A record opens as "Not found" | It was deleted, or it belongs to someone else and is outside your access scope. | Check with the owner or your dispatcher; an administrator can widen your access scope if you should see it. |
| "Record was updated by someone else" | Two people edited the same record at once. | Refresh the screen to load the latest version, then reapply your change. |
Plans & seats
Two separate things must be true to use a paid area: the feature has to be on your company's plan, and you personally need a seat that includes it.
| Symptom | Why | Fix |
|---|---|---|
| A feature shows a locked panel instead of the list | The feature isn't included in your company's current plan. | An administrator can upgrade under Subscriptions & plans; some features need Business or higher. |
| A feature is locked or greyed out even though the plan includes it | You haven't been assigned a seat that grants it. | An administrator can assign you a seat under Subscriptions & plans. |
| "All seats are in use" when assigning access | Your plan's seat allowance is full. | Revoke a seat from someone who no longer needs access, or contact your account manager to add seats. |
| "Subscription is not active" | The company subscription is inactive, cancelled, or unpaid. | Resolve the billing issue first — no seat can be assigned while the subscription is inactive. |
Costs & visibility
Money is gated separately from the rest of a record, and cost surfaces stay empty until real activity is recorded.
| Symptom | Why | Fix |
|---|---|---|
| Prices, costs, or margins show as blank | You don't have cost-visibility permission. | Quantities and structure still show; only money is hidden. An administrator can grant cost visibility under Users & roles if your role should see it. |
| A cost, budget, or dashboard screen shows zeros | No activity has been recorded against it yet — these surfaces read real records, not estimates. | Record time, materials, or expenses on the related work, then reopen the screen. |
| My Schedule is empty but you expect tasks | Nothing is assigned to you, or the view is filtered. | Confirm a dispatcher has assigned you, and clear any date or status filter on the schedule. |
I can't delete or change this
Records lock down as they progress, and a record with downstream activity (an open work order, posted costs, received goods, a sent invoice) can't simply be removed.
| Symptom | Why | Fix |
|---|---|---|
| "Sent invoices can't be changed" | A sent invoice is permanent. | It can't be edited or deleted. Issue a correction through your normal accounting process instead. |
| Deleting a task is blocked — "Has an open work order" | A linked work order is still active. | Close or cancel the work order first, then delete the task. |
| Deleting is blocked — "Has active cost records" | Posted cost entries exist for the record. | An administrator needs to resolve the posted costs before it can be removed. |
| Cancel or Delete is greyed out on a purchase order | A line already has goods received or an invoice matched. | Fulfillment activity blocks cancel and delete — reverse the receipt or match with your admin if it was made in error. |
| "Edit" is unavailable on a purchase order | The PO is past Draft/Requested. | Once issued, only notes, dates, ship-to, and delivery fields can change; Received, Cancelled, and Closed POs are read-only. |
| An older record is read-only (for example a REQ- service request) | It was created before the current version. | Contact your administrator if one of these legacy records needs changing. |
| A work order is locked | It's been frozen for review. | An administrator can unlock it before changes are made. |
| Can't rename, archive, or edit a system team or role | System teams and roles are protected. | Edit an allowed field instead, or duplicate a system role to get an editable copy. |
Sign-in & account
Sign-in problems usually mean the wrong account, an account that isn't linked to your workspace yet, or a password that needs resetting.
| Symptom | Why | Fix |
|---|---|---|
| You're blocked from an action with a prompt to sign in | Some actions (like submitting a join request) require you to be signed in first. | Sign in to Jobyo — create an account first if you don't have one — then retry. |
| "You are already a member" | Your account is already linked to this company. | Sign in normally. If you're still locked out, contact your administrator. |
| You can't sign in or you've forgotten your password | Wrong account, or the password needs resetting. | Use the password-reset option on the sign-in screen; if you're still locked out, ask your administrator to check your account status. |
| A person is missing from the Add member search | They don't have an active Jobyo account yet, or their profile isn't set up. | Have them create an account and complete their profile, then add them. |
If a fix above doesn't resolve it, capture the record type, the affected user, and the exact step where the problem happens, then contact support. Note whether it's on web, mobile, or both — that narrows it down quickly.